StockDriftsStockDriftsTop 50 Samjo Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PDFS | PDF SOLUTIONS INC | 13.25% | 548.3K | $38.8M | -40.40%(-371.67K) | $30.26(+69.92%) | 2026-06-30 | |
| GENI | GENIUS SPORTS LIMITED | 10.16% | 4.91M | $29.8M | +30.95%(+1.16M) | $6.75(+17.25%) | 2026-06-30 | |
| AIOT | POWERFLEET INC | 6.87% | 5.25M | $20.1M | +31.62%(+1.26M) | $4.88(-35.65%) | 2026-06-30 | |
| INSE | INSPIRED ENTMT INC | 6.26% | 2.22M | $18.3M | +9.55%(+193.95K) | $9.99(-37.67%) | 2026-06-30 | |
| AIP | ARTERIS INC | 5.64% | 340.0K | $16.5M | -70.28%(-804.02K) | $8.61(+228.07%) | 2026-06-30 | |
| PAR | PAR TECHNOLOGY CORP | 4.85% | 816.5K | $14.2M | +165.11%(+508.52K) | $18.78(-0.89%) | 2026-06-30 | |
| CGNT | COGNYTE SOFTWARE LTD | 4.09% | 1.36M | $12.0M | +42.23%(+404.88K) | $8.70(+5.01%) | 2026-06-30 | |
| AMBA | AMBARELLA INC | 4.01% | 137.0K | $11.8M | +228.98%(+95.33K) | $65.38(+25.36%) | 2026-06-30 | |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 3.69% | 549.3K | $10.8M | +12.88%(+62.66K) | $13.86(+113.71%) | 2026-06-30 | |
| SLB | SLB LIMITED | 3.57% | 225.1K | $10.5M | -0.28%(-630) | $41.30(+26.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.47% |
Samjo Management LLC reports $293.02M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are PDFS (13.3%), GENI (10.2%) and AIOT (6.9%). The top 20 holdings account for 83.1% of reported assets. Its disclosed equity book has returned +24.70% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Samjo Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1986590). View Samjo Management LLC’s 13F filings on SEC